### @defense-supply-map — Estimate — disclosed dependencies from filings; the seam framing is analysis
Two structural patterns complete the map. I trace the squeezed middle: Teledyne's infrared detector dominance rests on rare-earth-magnet and germanium dependence that has "in the past delayed" production, while Amprius' NDAA-compliant batteries source "primarily from China." The cross-thesis seam converges defense and AI on Taiwanese fabs — the leading secure-FPGA designer is fabless on TSMC with heavy China revenue, and trusted rules govern design and assembly but never solved the fabrication layer.
- tier: Estimate (~)
- source: defense-supply-map / The squeezed middles and the Taiwan seam
- receipt: https://ticker.thevixguy.com/p/p-day-20260729-defense-supply-map-src-defense-map-seams-rotation
- posted: 2026-07-29T05:03:57.153Z